Latest Institutional Purchases of Ishares Morningstar Value ETF (ILCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Value ETF (ILCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
28.4KNew |
$2.5M - $2.65M
|
28.4K
$2.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
17.9KNew |
$1.57M - $1.67M
|
17.9K
$1.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
5.28K+ 0.8% |
$465K - $494K
|
666K
$61.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.59K+ 1.86% |
$228K - $242K
|
142K
$13.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.36KNew |
$208K - $221K
|
2.36K
$218K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.17KNew |
$191K - $203K
|
2.17K
$200K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
671+ 14.08% |
$59.1K - $62.7K
|
5.44K
$500K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133K+ 223.37% |
$11.1M - $12M
|
193K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.9K+ 359.75% |
$7.86M - $8.54M
|
121K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
65.6KNew |
$5.44M - $5.91M
|
65.6K
$6.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.7K+ 23.49% |
$4.45M - $4.84M
|
283K
$26M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
39.1K+ 7.88% |
$3.24M - $3.52M
|
536K
$49.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
28.5KNew |
$2.36M - $2.57M
|
28.5K
$2.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.2KNew |
$2.25M - $2.45M
|
27.2K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22K+ 802.99% |
$1.82M - $1.98M
|
24.8K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.5K+ 1.67% |
$1.12M - $1.22M
|
826K
$76M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.5K+ 200.18% |
$1.12M - $1.22M
|
20.3K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.25K+ 11.92% |
$601K - $653K
|
68.1K
$6.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.4K+ 6.12% |
$530K - $576K
|
111K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.96KNew |
$494K - $536K
|
5.96K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.77K+ 30.23% |
$395K - $429K
|
20.6K
$1.89M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.71K+ 12.22% |
$390K - $424K
|
43.2K
$3.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
BUY
|
- |
4.36KNew |
$361K - $392K
|
4.36K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.1K+ 4.63% |
$339K - $369K
|
92.6K
$8.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.98KNew |
$330K - $358K
|
3.98K
$366K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.09K+ 3.35% |
$256K - $278K
|
95.4K
$8.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.45K+ 2.17% |
$203K - $221K
|
116K
$10.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.36KNew |
$196K - $213K
|
2.36K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.29KNew |
$189K - $206K
|
2.29K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.18K+ 52.19% |
$181K - $196K
|
6.35K
$585K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.13K+ 1.04% |
$176K - $192K
|
206K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.75K+ 20.36% |
$145K - $158K
|
10.4K
$954K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.66K+ 0.4% |
$138K - $149K
|
413K
$38M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$116K - $126K
|
1.4K
$129K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08KNew |
$89.5K - $97.2K
|
1.08K
$99.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.03K+ 12.72% |
$85.3K - $92.6K
|
9.12K
$839K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
935New |
$77.5K - $84.2K
|
935
$86K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
798New |
$66.1K - $71.8K
|
798
$73.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
564New |
$46.7K - $50.8K
|
564
$51.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
550+ 5.43% |
$45.6K - $49.5K
|
10.7K
$982K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
495+ 0.84% |
$41K - $44.6K
|
59.5K
$5.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
463+ 92.05% |
$38.4K - $41.7K
|
966
$88.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
228+ 0.45% |
$18.9K - $20.5K
|
50.7K
$4.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
208New |
$17.2K - $18.7K
|
208
$19.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
172+ 1.96% |
$14.3K - $15.5K
|
8.95K
$823K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
153+ 1.93% |
$12.7K - $13.8K
|
8.06K
$742K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.97% |
$10.8K - $11.7K
|
6.73K
$619K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
127New |
$10.5K - $11.4K
|
127
$11.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
125+ 0.36% |
$10.4K - $11.3K
|
34.4K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115+ 0.31% |
$9.53K - $10.4K
|
37.6K
$3.46M
|
|